Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.
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Advisor Information
Office location
Sarasota, FL
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an owner/partner at Miller Financial Group, offering financial planning, life settlements, and insurance sales, dedicating full-time hours to this. He also works as a broker for Atlas Settlement Group, Inc. placing structured settlement annuities, and as an agent for Welcome Funds dealing with viatical settlements, dedicating about 10-20% of his time and minimal time respectively.